Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 4.97%
2 ROBT 2.04%
3 ISCG 0.07%
4 JKK 0.07%
5 ISCB 0.03%
6 JKJ 0.03%
7 SMLF 0.02%
8 ITOT 0.00%
9 IYY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 15.64M (16.55%) -163.86K
Decreased by -1.05%
Sep 30, 24
2 Jennison Associates LLC 14.01M (14.83%) -1.19M
Decreased by -8.48%
Dec 31, 23
3 Manufacturers Life Insurance Co 13.59M (14.39%) 4.52M
Increased by +33.24%
Sep 30, 24
4 NORGES BANK 9.26M (9.80%) -850.00K
Decreased by -9.18%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 8.93M (9.45%) 818.42K
Increased by +9.17%
Dec 31, 23
6 General Atlantic Llc 4.76M (5.04%) 0.00
Increased by 0.00%
Sep 30, 23
7 Thrivent Financial For Lutherans 4.62M (4.89%) -377.02K
Decreased by -8.17%
Jun 30, 24
8 Fidelity International Ltd 3.98M (4.21%) 181.14K
Increased by +4.55%
Sep 30, 24
9 Wellington Management Company LLP 3.40M (3.60%) 2.27M
Increased by +66.70%
Dec 31, 23
10 Kodai Capital Management LP 3.05M (3.23%) 288.82K
Increased by +9.46%
Jun 30, 24
11 HHG PLC 2.89M (3.06%) 722.97K
Increased by +25.02%
Jun 30, 24
12 Atalan Capital Partners, LP 2.87M (3.04%) 305.94K
Increased by +10.64%
Jun 30, 24
13 Davenport & Company LLC 2.57M (2.72%) 145.64K
Increased by +5.68%
Sep 30, 24
14 Hawk Ridge Management LLC 2.39M (2.53%) 2.39M
Increased by +100.00%
Jun 30, 24
15 Bank of New York Mellon Corp 2.35M (2.48%) 94.95K
Increased by +4.04%
Jun 30, 24
16 Frontier Capital Management CO Inc 2.18M (2.31%) 215.46K
Increased by +9.87%
Jun 30, 24
17 Millennium Management LLC 2.18M (2.31%) -666.02K
Decreased by -30.56%
Sep 30, 24
18 BlackRock Inc 2.17M (2.30%) 384.66K
Increased by +17.69%
Jun 30, 24
19 Amvescap Plc. 2.09M (2.21%) -1.01M
Decreased by -48.36%
Jun 30, 24
20 Goldman Sachs Group Inc 2.09M (2.21%) 860.99K
Increased by +41.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 5.23M (5.53%) 0.00
Increased by 0.00%
Sep 30, 24
2 T. Rowe Price Capital Appreciation 4.58M (4.85%) 0.00
Increased by 0.00%
Dec 31, 23
3 Fidelity Global Technology A-Dis-EUR 3.02M (3.20%) 1.22K
Increased by +0.04%
Oct 31, 24
4 Jennison Concentrated LC Growth Equity 2.37M (2.51%) -107.58K
Decreased by -4.54%
Dec 31, 23
5 Vanguard US Growth Investor 2.37M (2.51%) -107.58K
Decreased by -4.54%
Dec 31, 23
6 JHVIT Fundamental All Cap Core I 2.20M (2.33%) 711.40K
Increased by +32.37%
Sep 30, 24
7 Manulife IM US Large Cap Core 2.19M (2.31%) 2.19M
Increased by +100.00%
Jun 30, 24
8 JHancock Fundamental Large Cap Core A 2.16M (2.29%) -28.74K
Decreased by -1.33%
Sep 30, 24
9 Thrivent Mid Cap Stock A 1.84M (1.95%) -862.28K
Decreased by -46.76%
Jul 31, 24
10 Invesco Main Street A 1.70M (1.80%) 0.00
Increased by 0.00%
Feb 29, 24
11 Harbor Capital Appreciation Instl 1.67M (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
12 Invesco OFI Large Cap Core 1.65M (1.75%) -50.83K
Decreased by -3.08%
Jun 30, 24
13 PGIM Jennison International Opps Z 1.65M (1.74%) -8.85K
Decreased by -0.54%
Dec 31, 23
14 Dynamic Premium Yield PLUS F 1.57M (1.66%) 1.57M
Increased by +100.00%
Jan 31, 24
15 PGIM Jennison Global Opportunities Z 1.55M (1.64%) -2.26K
Decreased by -0.15%
Dec 31, 23
16 Franklin Technology A Acc USD 1.53M (1.62%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Century Heritage Inv 1.53M (1.61%) 437.05K
Increased by +28.65%
Dec 31, 23
18 American Century US Opport. Mid Cap Gr 1.53M (1.61%) 437.05K
Increased by +28.65%
Dec 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.55%) -4.32K
Decreased by -0.29%
Oct 31, 24
20 Vanguard Capital Opportunity Inv 1.36M (1.44%) -150.10K
Decreased by -11.04%
Sep 30, 24